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March 2015

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Outlook 2015
Retirement Geeks - Let's Geek Out on your retirement and financial planning, investments and insurance.
Click to learn more about LPL Financial Advisors Wat Keys, Al Howell, Jon Dewar, and LPL Registered Assistant and CPA Dave Grubbs
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Retirement Geeks - Gwen says, Let's Geek Out on your retirement and financial planning, investments and insurance.
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Junior Achievement of Eastern North Carolina

LATEST FINANCIAL NEWS

"Diversification Under Pressure" - Burt White

March 4, 2015 - With any investment approach, it is crucial to have a plan, and the bedrock of any investment plan is to have a well-diversified portfolio among various asset classes. The rationale behind diversification is to mitigate risk, as you never know when something could adversely affect one of your investments. If you had a portfolio concentrated in equities in 2008 or in energy-sensitive securities following the recent drop in oil prices, you would have lost a significant amount of your investment value. We diversify portfolios to seek to reduce this risk.

 

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WE CARE

Junior Achievement
Valentine's Vegas Gala

February 7, 2015 - Once again RetirementGeeks.com is a sponsor of the 9th Annual Junior Achievement (JA) Valentine's Day Vegas Gala at the Prestonwood Country Club in Cary, NC. This annual fund-raising event combines Vegas style games with dinner. Attendees have the opportunity to bid on donated silent auction items to help support the mission of JA.

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ABOUT LPL FINANCIAL

Our broker-dealer "LPL Financial," through which we provide comprehensive and independent investment options for clients and through which we do "Wealth Management & Planning," gives us the tools needed to geek out on your retirement planning.  Read More ...

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